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About Morgan Stanley Wealth Management

Founded in 1935, Morgan Stanley has grown into one of the largest wealth management businesses in the world – one that sets the standards for integrity, innovation and professionalism in our industry. Today, over 3.5 million people entrust our 16,000 Financial Advisors with managing over $2 trillion in assets. At every level of our firm, we are deeply committed to the ongoing development of highly trained professionals and continued expansion of an outstanding platform of products and services covering a wide range of needs.

With its global reach and local presence, Morgan Stanley can bring expertise and resources to our clients' needs and challenges, as well as a commitment to sustainability, innovation, philanthropy, diversity, and inclusion.

You have meaningful goals. Our Financial Advisors can help you reach them. For 80+ years, we have worked with individuals, families, businesses, and institutions to deliver services and solutions that help build, preserve, and manage wealth. We understand our clients’ aspirations, and we’re as devoted to their goals as they are.

We strive to meet your needs at every life stage and provide access to:

Experienced Financial Advisors and Private Wealth Advisors work with employees at every level to develop personalized wealth strategies based on clients' needs and goals. 

 Access to an extensive suite of cash management and lending solutions designed to help meet day-to-day needs and support long-term ambitions. 

 Guided access to an extensive range of investment products through an open-architecture platform. 

 Estate planning can help preserve your assets, reduce taxes for your heirs, and unlock opportunities for future generations and your charitable pursuits. Our Financial Advisors leverage specialists in trusts, insurance, philanthropy, and family dynamics to help clients develop estate and wealth transfer plans customized to their needs. 

The only mobile solution designed exclusively for the needs of Morgan Stanley’s Wealth Management clients connects you to a full suite of cash management functions, including the ability to pay bills and transfer funds. This gives you the freedom to do things on your own terms, like managing your accounts when and where you want. It's now available for Android as a free download on Google PlayTM and iPhone® and iPad® in the App StoreSM.

Provides access to exclusive offers on prestigious brands, special benefits, and experiences for you and your family.

1Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trusts, estate planning, charitable giving, philanthropic planning or other legal matters.

2Standard messaging and data rates from your provider may apply.

3Morgan Stanley Smith Barney LLC reserves the right to change or terminate the Reserved program at any time and without notice. Reserved program participants accounts and activity are reviewed periodically to confirm that they continue to qualify for this program.

Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

CRC 1244341 08/15

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